See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,862 | $106,236-58.7% | $112,228-60.9% | $64,808-32.3% |
| Participation rate | 30.9% | 71.7%-40.8pp | 75.1%-44.1pp | 71.5%-40.6pp |
| Annual return | -14.01% | -6.02%-8.0pp | 27.45%-41.5pp | 32.82%-46.8pp |
| Employer contribution / active EE | $119 | $3,166-96.2% | $3,635-96.7% | $2,506-95.3% |
| Participant deferral / active EE | $1,809 | $3,785-52.2% | $4,728-61.7% | $4,310-58.0% |
| Admin fee / account holder | $22 | $452-95.0% | $6,410-99.6% | $188-88.0% |